Tesla Model 3 Component Orders Remain Choppy in Q2
According to our tracking of Tesla Motors Inc (TSLA US) suppliers in China, ~31K Model 3 central display screens were shipped from China to...
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Tesla, Apple and the Folly of Trying to Dominate Ecosystems
Tesla Motors Inc (TSLA US) has been having a tough time of late with its troubles increasing production volumes for the model 3, the highly...
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Tesla Up 6% on Tuesday Following a Model 3 Surprise
Tesla reported 1Q18 production and delivery numbers yesterday. Tesla claims that they have achieved a run rate of 2,000 Model 3 units per week as...
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Tesla Q1 Deliveries Undershoot & Model 3 Output Lags
Tesla announced its Q1 2018 deliveries of 29,980 vehicles today, which were up +20% YoY, but mix was much worse than expected as the higher-priced...
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Mathematics of EV Emissions
“Electric cars aren’t green” is one of the most popular arguments these days. EVs supposedly have higher manufacturing emissions than regular...
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